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You are here: Manager factsheet

Aaron Barnfather

Lazard Fund Managers, Lazard (IRL)
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Trustnet verdict
Overall, performing about the same as the peer group composite. However, over a long track record, the manager has, period by period, over- and under-performed roughly equally. stock picking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Aaron Barnfather leads the portfolio management team in London who are responsible for the management of European equities. He began working in the investment field in 1994. Prior to joining Lazard in 2008, Aaron was a Senior Portfolio Manager and lead manager on Newton Investment Management's pan-European portfolios, launching the Newton European Higher Income fund in 2007. Prior to Newton, he held positions at Royal & Sun Alliance Investment Management on the UK, International and European Equity teams. He has a BA in Business Studies from the University of East London and an MSc in Investment Analysis from Stirling University. Aaron is a member of the UK Society of Investment Professionals (UKSIP).
Total return for Aaron Barnfather
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
13-49m
 
 
 
 
 
 
 
 
 
25-61m
 
 
 
 
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Aaron Barnfather

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Aaron Barnfather 12.8 -9.8 23.0 6.2 3.9 4.6 25.3 19.2 -7.1 -0.8
Peer Group Composite 11.1 -6.9 22.3 10.3 4.1 3.5 26.4 14.5 -8.5 2.7
Over / Under 1.7 -2.9 0.7 -4.1 -0.2 1.1 -1.1 4.7 1.4 -3.5
Performance vs peer group composite: Aaron Barnfather
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Lazard European Alpha Co-managed UT Europe Excluding UK since Mar 01 2008 to present
Lazard European Equity Co-managed FO Equity - Europe ex UK since Mar 01 2008 to present
Funds managed previously
Fund Periods
Lazard Global Active Pan European Equity since Mar 01 2008 to fund close
Newton Pan European since Oct 01 2001 to Sep 30 2007
Newton European Higher Income since Jan 30 2007 to Oct 31 2007
BNY Mellon Continental European since Oct 01 2001 to Apr 01 2002
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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